Centric Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.05M	Buy	30,694 +787	+3%	+$71.9K	0.61%	63
2025 Q4	$2.87M	Buy	29,907 +69	+0.2%	+$5.82K	0.61%	61
2025 Q3	$2.51M	Buy	29,838 +757	+3%	+$60.5K	0.56%	64
2025 Q2	$2.23M	Buy	29,081 +1,168	+4%	+$89.7K	0.53%	66
2025 Q1	$2.36M	Buy	27,913 +2,406	+9%	+$200K	0.62%	59
2024 Q4	$1.97M	Sell	25,507 -327	-1%	-$27.6K	0.53%	59
2024 Q3	$2.23M	Buy	25,834 +1,060	+4%	+$85.6K	0.59%	59
2024 Q2	$2.02M	Buy	24,774 +1,609	+7%	+$131K	0.58%	53
2024 Q1	$1.83M	Buy	23,165 +2,716	+13%	+$218K	0.58%	54
2023 Q4	$1.59M	Buy	20,449 +2,080	+11%	+$151K	0.52%	58
2023 Q3	$1.32M	Buy	18,369 +1,143	+7%	+$88.7K	0.55%	53
2023 Q2	$1.32M	Buy	17,226 +1,256	+8%	+$90.5K	0.53%	49
2023 Q1	$1.19M	Buy	+15,970	New	+$1.35M	0.52%	54